How EWA Exclusive Stock Advisory Service For Long Term
Wealth Creation Can Help You?

EWA Exclusive service can help ultra HNI investors to adopt a more focused approach of creating wealth by investing in opportunities in the equity market that can deliver 10 x returns in less than 10 years, i.e. 30-35% CAGR returns.

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Risk Profiling

Our research team will provide you with a detailed questionnaire to understand your risk profile.

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Portfolio Creation

Based on your risk profile, our research team will create your investment portfolio. For portfolio creation, our experts will use the below framework:

  • Diversification – 4 to 5 investment themes
  • 20-25 high conviction stocks
  • Stock weight cap 10%
  • Portfolio market cap - $350-850 million
  • Forward 1-yr P/E multiple between 20-25x
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Regular Monitoring

Our research team will monitor the universe of stocks daily to analyze the impact of corporate/ sectoral/regulatory changes besides assessing the company's quarterly & annual financial records.
The research team will also interact with the management of those companies regularly.

However, the monitoring activity by our research team does not just stop there. Monitoring also includes visiting and developing one-on-one relationships with key management personnel, attending plant tours, participating in analyst meets & conference calls. Where necessary, we also conduct secondary checks with other stakeholders of the companies.

You will receive a detailed coverage report every quarter as well as notes for corporate events and rebalancing strategies as and when required.

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Complete Support For Your Investment
Portfolio And Queries

As a privileged customer of EWA Exclusive, you will get full access to our research and customer service team as well as a dedicated relationship manager to assist and support you with all your portfolio and investment-related queries..

EWA Exclusive - Key Highlights Of Our Stock Advisory For
Long Term Wealth Creation

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Personalized Portfolio

100% Personalized Portfolio

10x-growth
10X Growth

10x Growth Over 8-10 Years

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Research

Rigorous Research

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High Growth

High-Growth Businesses

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Smart Technology

Smart Investment Technology

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Methodology

Unique Investment Methodology

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Dedicated Support

Dedicated Relationship Manager

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End-to-End Solution

Complete Support For Your Investment Portfolio And Queries

frequently asked questions

EWA Exclusive is designed especially for ultra HNI and super-rich investors who are willing to remain patient and disciplined by investing in superior businesses and allowing time to let it grow.

To identify high growth businesses for investment under EWA Exclusive, our research team uses the below factors:

  • Spotting high growth sectors that will be key contributors in doubling of GDP ($2.6 to $5 trillion) in the next 7-8 years.
  • Multi-pronged approach for spotting emerging sectors.
  • Economic emerging trends.
  • Studying economic data points to spot key sectors that will contribute to GDP growth.
  • On-ground sectoral research.
  • Collecting key sectoral data points through regular interactions with industry participants to spot trend reversal, enabling us to stay ahead of the curve.
  • Identification of disruptors or sunrise sectors.
  • Spotting sunrise sectors by studying changing behavioural & socio-economic trends. This entails spotting emerging disruptors that will bring structural changes.
While choosing the stocks for investment, we look at the intrinsic value, business sustainability, management quality, valuation as well as business USP’s such as first-mover advantage, market and margin leadership, relative capital efficiency, regional dominance and technological edge.
This service has been designed for long term wealth creation over 8 to 10 years. Since this growth would not be linear, there may be some years when your portfolio may not show annual gains.
When it comes to the management quality while identifying companies for investment, we take a detailed look at the promoter background, management capability, market standing - suppliers & customer feedback, profit sharing with minority holders and board composition.
The minimum investment amount under EWA-Exclusives service is ₹ 1 crore. There is no maximum limit for investment.

For investments ranging between ₹ 25 lacs to ₹ 99 lacs we offer a separate service called Dhanwaan.

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© Research & Ranking
SEBI Registered Investment Adviser Details:

Registered Name: Equentis Wealth Advisory Services Private Limited
Type of Registration: Non-Individual
Registration No.: INA000003874
Validity: Dec 08, 2015 – Perpetual

Address: Equentis Wealth Advisory Services Private Limited, Marathon Futurex, A-603 6th Floor, Mafatlal Mills Compound, N M Joshi Marg, Lower Parel East, Mumbai 400013
Telephone: +91 22 61013800/18 | Email: support@researchandranking.com | © Copyright 2021 Equentis Wealth Advisory Services Pvt. Ltd. All Rights Reserved. | GSTIN : 27AADCE9006E1ZV
Principal Officer: Manish Goel, Email: manish@equentis.com, +91 22 61013800

SEBI Office Details: SEBI Bhavan BKC

Address: Plot No.C4-A, 'G' Block Bandra-Kurla Complex, Bandra (East), Mumbai - 400051, Maharashtra | Tel : +91-22-26449000 / 40459000 | Fax : +91-22-26449019-22 / 40459019-22
Email: sebi@sebi.gov.in | Toll Free Investor Helpline: 1800 22 7575


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